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Concurrent Investment Advisors, LLC: LMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on LMBS, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 1,315,350 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,315,350 shares
    Change vs previous 13F -109,490 shares

    0.56% of the 13F portfolio, value $65,478,153.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,424,840 shares
    Change vs previous 13F +217,016 shares

    0.77% of the 13F portfolio, value $70,971,239.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,207,824 shares
    Change vs previous 13F +382,941 shares

    0.69% of the 13F portfolio, value $60,379,113.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 824,883 shares
    Change vs previous 13F +49,358 shares

    0.71% of the 13F portfolio, value $41,070,949.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 775,525 shares
    Change vs previous 13F +33,469 shares

    0.74% of the 13F portfolio, value $38,202,368.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 742,056 shares
    Change vs previous 13F +36,557 shares

    0.89% of the 13F portfolio, value $36,479,493.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 705,499 shares
    Change vs previous 13F -47,569 shares

    0.93% of the 13F portfolio, value $34,336,628.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 753,068 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $37,209,100.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).